Unlocking Extra Value – Expense Management in D365 Finance
Session Overview: Expense Management is an the often-overlooked core component of D365 finance especially as there are so many 3rd party solutions that claim to make expenses a breeze! Join Howard Linn (ACA Qualified Accountant) and Carol Kavanagh (Senior D365 Consultant) to find out what you can do “out of the box” as they take you on an exciting journey through expenses management in D365 from start to finish.
This demo heavy session will use our own live implementation of expenses management to show every part of the process, starting with new mobile application and receipt recognition to capture a picture of the physical receipt. We’ll then move onto adding extra detail and linking the receipt to a claim in the web client as well as how to handle matching receipts to lines imported from corporate or personal credit cards. As part of this process, we’ll get into the detail of itemisation requirements, expenses policy enforcement and per diem limits. We’ll also explore claiming milage for travel in personal or company cars.
The journey will then switch tracks from the employee experience to the back office where we’ll dive into approval via workflow, touching on hierarchies and signing limits to auto-assign and manage the approval process. We’ll look at the options for additional review points and checks before the claim is posted (e.g. tax/VAT reclamation) before the claim is posted and paid via accounts payable.
We’ll round out the session taking about integration and import options for expense data from banks and card provides to further accelerate the adoption and claim generation process.
Learning Objectives:
- An end-to-end understanding, by live demonstration, of all the out-of-box capabilities included in expenses management in D365 Finance.
- What detail can be captured during expense entry and how this can be validated against corporate expense policies.
- How to manage the approval cycle of an expense claim as well as the financial posting and settlement via accounts payable or the general ledger.
Speakers: Howard Linn, Carol Kavanagh
Recorded at: Community Summit NA 2025
Type: Breakout Session
Ability Level: 201 – Intermediate
Primary Product: Dynamics 365 F/SCM (FO)
Tracks: Artificial Intelligence (AI), Finance, HR & Payroll
Terms: All rights reserved by the speaker, Community Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.
